Webinars

Join us to learn about the power of Roth accounts and how they can help optimize your retirement savings strategy.

Simplify your understanding of employer-sponsored retirement plans in our webinar. Learn to navigate different accounts, apply investment best practices, and effectively compare returns and fees in your employer’s retirement plan.

Watch the second webinar of our two-part series with BlackRock, where we discuss the ins and outs of Medicare to help you better prepare for healthcare in retirement.

Join us for the first webinar of our two-part series with BlackRock, where we discuss when to begin receiving your Social Security retirement benefits.

Learn how to maximize retirement savings with an employer-sponsored retirement plan and an IRA. Join us to find out how these options complement each other for a secure retirement future.

Have questions about investing? Don’t worry, it’s easier than you think. Watch our webinar replay to gain the confidence to start your investing journey and reach your financial goals.

Achieving financial goals takes planning and commitment. During this webinar replay, we overview investing principles and savings vehicles that can help you reach your goals sooner.

Feeling overwhelmed by debt? You're not alone. Rising costs of living have pushed many Americans to take on additional debt, and it's crucial to create a plan to pay it off to keep your other financial goals on track.

Credit can be a powerful force in your financial journey, by either helping or hindering your goals. Join us to learn effective debt management strategies for your financial success.

Building a positive credit history takes time, patience, and fiscal know-how. Join us to learn how to build a healthy credit history, while confidently identifying and correcting potential reporting errors.

Don't let unexpected financial challenges catch you off guard. Join our SMARTMap Financial Advocates, Jennifer Yanez and Tyler Reames, for an eye-opening webinar on managing your money when it matters most.

Protect your budget from unexpected expenses. Join us to learn how to build an emergency savings account and achieve your financial goals with a well-structured plan.

Watch this webinar to learn how to identify your financial values, define your future goals, assess your current situation, and build sustainable money habits.

Are your financial habits setting you up for long-term success? Learn to spot and avoid 5 common financial pitfalls, plus gain valuable techniques for practicing mindful money management.

Watch our SMARTChats webinar replay with Aja Evans, a board-certified therapist, speaker, and writer specializing in financial therapy.

As we  guide you through the basics of banking you’ll gain valuable insights into the different types of financial institutions, account options, and strategies for safe online banking.

Strengthen your relationship through joint financial decisions. In the replay, discover strategies for navigating money conversations with your partner, reaching mutual agreements, and making finances a family affair.

Women face unique financial challenges throughout their lives, leading to a persistent gender wealth gap. Discover actionable steps for women to empower their financial security and bridge this gap.

Guard your personal information against identity thieves. This replay educates you on common tactics, how to protect yourself and your finances, and how to spot red flags in common scams.

Are you thinking about buying a home? We've got you covered! Watch this webinar replay specifically designed for those considering homeownership to learn how to financially prepare for the process.

Need help reevaluating your budget now that student loan payments have resumed? Watch this webinar replay where we discuss post-pause repayments and developing a comprehensive repayment plan.

Inflation got you down? Join us for a webinar hosted by BlackRock, where we simplify the jargon and bring you up to speed on the current economic landscape.

Watch this webinar replay to gain insights on major economic and market themes from Q2 2024! 

Watch this webinar to gain insights on major economic and market themes from Q1 2024! 

Watch this webinar replay to gain insights on key events from 2023 and what to look for in 2024.

Watch this webinar replay to gain insights on major economic and market themes from Q3 and look ahead into Q4 and 2024.

Participe junto a nosotros en un debate virtual donde aprenderá conceptos bancarios básicos y obtendrá información valiosa sobre los diferentes tipos de instituciones financieras, las opciones de cuentas bancarias y la seguridad de sus fondos.

Mire esta grabación para explorar las 5 maneras de aprovechar su programa de bienestar financiero SMARTMap, conozca a nuestros representantes financieros y obtenga respuestas a las preguntas más comunes que recibimos.

Comprenda mejor los planes de jubilación patrocinados por la empresa en nuestro seminario web. Aprenda a navegar por las diferentes cuentas, aplique las mejores prácticas de inversión y compare de forma eficaz los rendimientos y las comisiones del plan de jubilación de su empresa.

Fortalezca su relación a través de decisiones financieras conjuntas. En la grabación, descubra estrategias para conversar sobre temas de dinero con su pareja, establecer acuerdos mutuos y hacer de las finanzas un asunto familiar.

No deje que los obstáculos financieros inesperados le tomen por sorpresa. Únase a nuestros representantes financieros de SMARTMap, Jennifer Yanez y Greg Medina, en un seminario web informativo sobre cómo manejar su dinero cuando más lo necesite.

Vea nuestro taller pregrabado para aumentar la confianza para crear un presupuesto personalizado que funcione para usted. Nuestros Defensores Financieros, Jennifer Yanez y Rita Montelongo, le darán herramientas prácticas que le ayudarán a elaborar un presupuesto y a afrontar los obstáculos financieros.